Check if all related record are in a certain stage and if they are trigger workflow

[Mark]

Hi,
I wanted to ask if it's possible to make a condition for a workflow, which would check if all the related records from a certain entity are, for example in "completed" stage, and if they are a workflow that sends an email would be triggered.

[Maximus]

Hi Mark,
Try to set a Formula condition for Workflow like this:

entity\countRelated('opportunities', 'open') == entity\countRelated('opportunities')

In this case, it checks whether the total number of the related Opportunities records that is 'Open' is equal to a total number of the related Opportunities records.
In this case, 'Open' is a filter (see screenshot). You can create the same filter by utilizing the Report feature. Read about this here https://docs.espocrm.com/administration/formula/#filter.
Little manual.
1. Create a report
2. Create a report filter in Administration -> Report Filters
3. Use the filter in the Formula condition.